Our team is made up of highly qualified investment professionals with many years of experience in wealth management. We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.
Philippe McGale was honored 70th in the Report On Business 2021 Shook Canada's Top Wealth Advisors
National Bank Financial - Wealth Management annually recognizes the excellence of its advisors and their teams in various categories at the national and regional levels.
McGale-Charpentier-Côté Team is proud to have distinguished itself several times:
Regional Winner - South Shore
Our primary mission, what we’re truly passionate about, is partnering with you to help you achieve your dreams and life goals and grow your assets.
Our core values are honesty, integrity, and ability—they define who we are. Our team of friendly, skilled advisors and financial planners has extremely high standards. We will provide you with peace of mind and adopt your concerns as our own.
The personalized support and tailor-made advice we provide from experienced professionals who can adapt to any situation is highly appreciated by both our Personal Banking and Business clients. We understand your issues.
You can be assured of:
Choosing the McGale-Charpentier-Côté Team means opting for a team of qualified professionals of 3 financial planners, 2 chartered accountants and 5 portfolio managers
We would like to take this opportunity to thank our loyal customers for their trust and show them our gratitude.
Our priority remains our customers!
In 2021, Philippe McGale was honored 70th in the Report On Business 2021 Shook Canada's Top Wealth Advisors.
Our team and our advisors also received Recognitions of Excellence Awards from National Bank Financial - Wealth Management:
We believe that people are the most important factor when it come to the service that we’re offering. That's why we are committed to taking exceptional care of you and your assets.
No matter the need or question, we make it a point to answer all your of them accurately and in a timely manner. In the absence of your advisor, there is always an expert on the team ready to answer you.